Legacy Financial Partners
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Legacy Financial Partners
3454 Oak Alley Court, Suite 108
Toledo, OH 43606
- Phone: 419-260-3285
- Toll Free: 800-435-2436
There are no absolutes in life or investing. Despite that we do our best to put our clients' needs, and their financial goals, first. Whether you are already retired, a pre-retiree, or a young professional looking to accumulate wealth, we can work with you to make a plan to achieve your financial goals
Categories
Money, Financial planning consultants, Investment advisory service
Services
Business Succession Planning, Life Insurance, Long-Term Care, IRA Rollovers, Investment Management, Retirement Income Planning, 529 College Savings Plans, Medicare Supplements, Legacy Planning, Social Security Maximization, Financial Planning, IRAs, 401(k) Rollovers, Tax-Efficient Strategies for Individuals
Service Areas
Toledo, OH;
Tags
Business Succession Planning, Life Insurance, Long-Term Care, IRA Rollovers, Investment Management, Retirement Income Planning, 529 College Savings Plans, Medicare Supplements, Legacy Planning, Social Security Maximization, Financial Planning, IRAs, 401(k) Rollovers, Tax-Efficient Strategies for Individuals
Location
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